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The health and safety of our employees and candidates is very important to us. Due to the current situation related to the Novel Coronavirus (COVID-19), we’re leveraging our digital capabilities to ensure we can continue to recruit top talent at LPL Financial.As your application progresses, you may be asked to use one of our digital tools to help you through your recruitment journey. If so, one of our recruiters will explain what type of interviewing technology will be used throughout the recruitment process and will be on hand to answer any questions that you have. You can also email us at
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Sr. Anaylst

Job ID: R-015287 Date posted: 07/01/2021 Primary Location SC-Fort Mill
Job Description

Position Summary:

The ideal candidate will have a solid understanding of the financial services industry with a proven success in operating in a dynamic fast-paced environment.  The Analyst will lead project & task assignments related to the facilitation of client mailings, block transfers, tape-to-tape conversions, and data mining.  They will regularly exercise excellent business judgment and quickly research and resolve departmental and data issues.

Essential Functions:

The Analyst will successfully lead projects or coordinate efforts that are increasingly complex and achieve management/department goals for the department.

  • Develop strong internal and external relationships.
  • Works with internal & external business partners to identify project scope and solidify lines of communication
  • Ensures deadlines are met by reviewing and updating project plans & task lists in a timely manner, planning, organizing, and prioritizing
  • Ensures that all tasks/activities are documented effectively
  • Keep management and key stakeholders well informed of project progress, status and/or concerns
  • Identifies issues and ensures timely actions to mitigate, including escalation to manager/leadership as necessary
  • Work with managers and stakeholders to identify and document process gaps, manage issue tracking while suggesting solutions and approaches to rectify

Education Requirements:

Bachelor’s degree or equivalent work experience required

Software/System Skills Preferred:

Intermediate to advanced skills in MS Office, especially Excel, Word, PowerPoint (Access a plus)

Other Requirements:

  • Minimum 2+ years of previous experience in data management or analytics
  • Project management experience, highly desired
  • History of independent, high-performance work as well as being a strong contributor to a team
  • A demonstrated ability to establish priorities and meet goals
  • Desire to contribute to the success and growth of an organization
  • A passion for improving processes so they can be followed easily and lead to excellent results
  • Ability to partner closely and establish good working relationships with other business units
  • Proficient in managing block transfers (incoming and outgoing)
  • Self-motivated team player
  • A general understanding of tape-to-tape conversions and tape-to-tape repapering
  • Highly detail oriented with strong analytical and problem solving skills
  • Possesses strong collaboration and team-building awareness
  • Organized with the ability to manage time and prioritize effectively
  • Goal-oriented, self-directed individual who can work independently and in a team setting

Soft Skills:

  • Superior communications skills both oral and written 
  • Must have a strong customer service focus
  • Sound interpersonal skills

Why LPL? 

At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.

We are one team on one mission. We take care of our advisors, so they can take care of their clients.

Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees.We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.

Want to hear from our employees on what it’s like to work at LPL?  Watch this!

We take social responsibility seriously. Learn more here

Want to see info on our benefits?  Learn more here

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

Information on Interviews:

LPL will only communicate with a job applicant directly from an email address and will never conduct an interview online or in a chatroom forum.  During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card.  Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (800) 877-7210.

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